Reports

1099 Vendor Report
Details: The 1099 Vendor Report displays payments made to a vendor(s) within the given time frame (Administration > Reports > Accounting > Accounts Payable > 1099 Vendor). This report can be used at the end of the year for tax purposes. The Summary version of the report displays the Vendor Name, address and Federal ID number. This ...
Accounts Payable Invoice Register Report
Details: Use the Accounts Payable Invoice Register Report to view a detailed list of all AP vendor invoices. (Administration > Reports > Accounting > Accounts Payable > Accounts Payable Invoice Register). Filters  - Accounting Period: Accounting periods are created, closed, and reopened using the Periods tab on the Accounting ...
Accounts Receivable Quick Reconciliation Report
Details:  This is an MS Excel spreadsheet that compares the daily balance of the Accounts Receivable account and the Accounts Receivable Aging Report total. There is also an Entries Posting This Day In GL column that you can reference if the two values are different. This report is similar to the Accounts Payable - Quick Reconciliation Report....
Audit Log Report
Details: Use the Audit Log to view a list all changes made to sales orders during a specific date range (Administration > Reports > Sales > Orders and Invoices > Audit Log). Filters  - Accounting Period: Accounting periods are created, closed, and reopened using the Periods tab on the Accounting Setup screen.  - Interest: Mar...
Average Sale Report
Details: Use the Average Sale Report to see the average sales order prices per employee or per store (Administration > Reports > Sales > Orders and Invoices > Average Sale). Filters  - Accounting Period: Accounting periods are created, closed, and reopened using the Periods tab on the Accounting Setup screen.  - Marketing Int...
Bad Debts Journal Report
Details: The Bad Debts Journal displays a detail and summary of the bad debts for an accounting period (Administration > Reports > Accounting > Accounts Receivable > Bad Debts Journal). This report only includes posted transactions. Filters  - Accounting Period: Accounting periods are created, closed, and reopened using the Pe...
Barcodes Report
Details: Print Barcodes for Items and Kits (Administration > Reports > Inventory > Items > Barcodes). Filters  - Product Line: Product lines group your inventory items into high level categories, e.g. Accessories, BBQs & Grills, Chemicals, or Covers. Barcodes to Print This section will populate with a list of items ba...
Canceled Order Report
Details: Use the Canceled Order Report to see a list of all canceled orders and the reason they were canceled (Administration > Reports > Sales > Orders and Invoices > Canceled Order Report). Filters  - Accounting Period: Accounting periods are created, closed, and reopened using the Periods tab on the Accounting Setup screen....
Cash Drawer Activity Report
Details: Use this Cash Drawer Activity Report to view a detailed list of customer payments made by cash drawer session, or by a date range (Administration > Reports > Accounting > Banking > Cash Drawer Activity). This report displays the payment methods (cash, checks, etc.), and where the payment was applied (POS, AR, Deposit).  -...
Cash Payments Journal - Combined Report
Details: Use the Cash Payments Journal - Combined Report to view customer cash receipts and vendor cash receipts in one integrated report (Administration > Reports > Accounting > Banking > Cash Payments Journal - Combined). Filters  - Accounting Period: Accounting periods are created, closed, and reopened using the Periods tab...
Cash Payments Journal - Customer Report
Details: Use the Cash Payments Journal - Customer Report to view details on all customer payments and refunds for a selected date range (Administration > Reports > Accounting > Banking > Cash Payments Journal - Customer). Filters  - Accounting Period: Accounting periods are created, closed, and reopened using the Periods tab o...
Cash Payments Journal - Vendor Report
Details: Use the Cash Payments Journal - Vendor Report to view details on all vendor payments and credits during a selected period (Administration > Reports > Accounting > Banking > Cash Payments Journal - Vendor). Filters  - Accounting Period: Accounting periods are created, closed, and reopened using the Periods tab on the A...
Cash Requirements Report
Details: The Cash Requirements Report displays a detailed or summary list of AP invoices that are coming due, and the cash required to pay them (Administration > Reports > Accounting > Accounts Payable > Cash Requirements). This report is useful when trying to ascertain how much cash is necessary for paying bills due in the immedia...
Commissions Report
Details: Use the Commissions Reports to view commissions by commission period, accounting period, or date range (Administration > Reports > Sales > Commissions > Commissions). You can filter the report by commission category, store, and employee. Filters  - Commission Period: Commission periods are created using the New Com...
Contract Load Balance Report
Details: Use the Contract Load Balance Report to see a summarized list of open contracts by tech and date range (Administration > Reports > Maintenance Contracts > Contract Load Balance). This can help you determine the load of each tech. Security Permissions Required Category Function Administration – Reports Can Access Report...
Contract Register Report
Details: Use the Contract Register Report to see a detailed list of open maintenance contracts (Administration > Reports > Maintenance Contracts > Contract Register). Security Permissions Required Category Function Administration – Reports Can Access Reports Tree Branch
Contracts Expiring Report
Details: Use the Contract Expiring Report to see a detailed list of open contracts that are about to expire (Administration > Reports > Maintenance Contracts > Contract Expiring). Security Permissions Required Category Function Administration – Reports Can Access Reports Tree Branch
Cost Per Inquiry Report
Details: Use the Cost Per Inquiry Report to measures the success of your advertising (Administration > Reports > Sales > Advertising > Cost Per Inquiry). This report compares how much you spent related to the number of inquiries you received and the sales from those Inquiries. Filters  - Interest: Marketing interests allow you ...
Credit Memo Usage Report
Details: The Credit Memo Usage Report displays the credit memos that have been used during a specific period of time (Administration > Reports > Accounting > Accounts Receivable > Credit Memo Usage). The report includes a link to open the credit memo, and a link to open the customer account. Filters  - Accounting Period: Accou...
Customer Account Credit Liability Report
Details: Use the Customer Account Credit Liability Report to view the open credit memos on customer accounts, or open deposits on customer accounts (Administration > Reports > Accounting > Accounts Receivable > Customer Account Credit Liability). Filters  - Credit Memo Reason: A credit memo reason is added to a credit memo to ...
Customer Credit Card on File Report
Details: Use the Customer Credit Card On File Report to view a list of credit cards that are on file, and information about those cards (Administration > Reports > Accounting > Accounts Receivable > Customer Credit Card On File). See Customer screen - Preview tab for information on adding a credit card on file to a customer account...
Customer Deposit Liability Report
Details: The Customer Deposit Liability Report displays all Deposits on file for customers (Administration > Reports > Accounting > Accounts Receivable > Customer Deposit Liability). A payment is considered to be a deposit if it is applied to an Open Order. The Deposit is removed from the report once the order is invoiced. A Deposi...
Customer Dump to Excel Report
Details: Use the Customer Dump To Excel option to generate an MS Excel spreadsheet of all of the customers created after a specific date (Administration > Reports > Marketing > Leads > Customer Dump To Excel). The MS Excel spreadsheet includes all of the basic customer information: name, address, contact information, account balanc...
Daily Bank Deposits Report
Details: Use the Daily Bank Deposits Report to to see bank deposits for a specific day for all stores (Administration > Reports > Accounting > Accounts Receivable > Daily Bank Deposits). Use this report to help reconcile your daily bank deposits. Filters  - Accounting Period: Accounting periods are created, closed, and reopene...
Daily Employee Task Schedule Report
Details: Use the Daily Employee Task Schedule Report to view an employee's confirmed and scheduled service/delivery tasks (Administration > Reports > Service and Delivery > Daily Employee Task Schedule). Security Permissions Required Category Function Admin-Reports Can Access Reports Tree Branch Can Access Reports - Servi...